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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2376
KRS Capital Management
Michigan
$222K +$3.96K +120 +2%
KFS
2377
Kaizen Financial Strategies
California
$222K -$111K -3,376 -30%
HCA
2378
Heck Capital Advisors
Wisconsin
$222K +$9.34K +283 +4%
WDL
2379
Well Done LLC
Michigan
$222K -$1.82K -55 -0.7%
LNWTC
2380
Laird Norton Wetherby Trust Company
Washington
$220K -$13.1K -396 -5%
PHAM
2381
Palisades Hudson Asset Management
Florida
$219K -$55.1K -1,670 -18%
WOSD
2382
WFA of San Diego
California
$219K -$57.3K -1,736 -18%
VC
2383
Veery Capital
Delaware
$218K +$52K +1,575 +26%
WCG
2384
Weaver Consulting Group
California
$218K – – –
MS
2385
Maven Securities
Jersey
$218K +$252K +7,624 New
GGS
2386
Galvin Gaustad & Stein
Arizona
$218K +$14.9K +450 +6%
AWM
2387
Aspire Wealth Management
Massachusetts
$218K +$37K +1,120 +17%
IAP
2388
Indie Asset Partners
Indiana
$218K – – –
WCM
2389
WealthBridge Capital Management
Ohio
$217K +$23.1K +700 +10%
CPA
2390
Cardiff Park Advisors
California
$217K +$250K +7,586 New
OHIS
2391
Oak Harvest Investment Services
Texas
$217K -$8.88K -269 -3%
PI
2392
Pettee Investors
Connecticut
$217K – – –
IFS
2393
Ifrah Financial Services
Arkansas
$216K – – –
TWM
2394
TriaGen Wealth Management
California
$216K – – –
BEAM
2395
Baker Ellis Asset Management
Washington
$215K -$145K -4,400 -37%
BSA
2396
Bull Street Advisors
Georgia
$214K – – –
CFO
2397
Collective Family Office
Pennsylvania
$214K -$8.12K -246 -3%
SL
2398
Sentry LLC
Tennessee
$213K +$246K +7,456 New
FCAG
2399
First Capital Advisors Group
New Jersey
$213K -$4.85K -147 -2%
WTFG
2400
Wells Trecaso Financial Group
Ohio
$213K +$231 +7 +0.1%
94 95
96
97 98